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Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. News of declining inflation and the potential for lower interest rates in 2024 fueled optimism in the final months of the year. Equities saw a broad rally, with small […] ....
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. Optimism started to prevail, during the last months of the year, and investors reacted positively to news of a potential change in direction by the US Federal Reserve, as well as […] ....
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. Optimism started to prevail, during the last months of the year, and investors reacted positively to news of a potential change in direction by the US Federal Reserve, as well as […] ....
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “Long/Short Opportunity Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. The fund returned 15.75% in the fourth quarter compared to an 11.69% return for the S&P 500 Total Return Index. For […] ....
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter investor letter. A copy of the same can be downloaded here. Global equity markets closed out 2023 with their highest quarterly returns this year, following a period of weakness. In the fourth quarter, the strategy returned 14.87% (gross) and 14.59% (net) […] ....